Institutional Ownership Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS). We have compiled data on the 3,579 institutions that hold shares in the stock, with a total of 1.23 Billion shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
32,139
shares
|
$3.49 Million
0.29% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
32,003
shares
|
$3.48 Million
0.07% of portfolio
|
Q4 2024
Added 30.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
32,001
shares
|
$3.48 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Feb 11, 2025 Q4 2024 |
32,000
shares
|
$3.48 Million
0.53% of portfolio
|
Q4 2024
Reduced 18.99%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
31,981
shares
|
$3.48 Million
0.65% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
31,932
shares
|
$3.47 Million
0.72% of portfolio
|
Q4 2022
Added 26.78%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
31,887
shares
|
$3.46 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
31,882
shares
|
$3.46 Million
0.15% of portfolio
|
Q4 2024
Added 18.2%
|
|
|
Contrarius Investment Management LTD
St. Helier, Y9 |
Nov 08, 2024 Q3 2024 |
31,825
shares
|
$3.46 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
31,695
shares
|
$3.44 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
31,595
shares
|
$3.43 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jan 13, 2025 Q4 2024 |
31,540
shares
|
$3.43 Million
2.56% of portfolio
|
Q4 2024
Reduced 29.78%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
31,531
shares
|
$3.43 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
31,448
shares
|
$3.42 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
31,394
shares
|
$3.41 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
31,380
shares
|
$3.41 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
31,211
shares
|
$3.39 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
31,174
shares
|
$3.39 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
31,012
shares
|
$3.37 Million
0.22% of portfolio
|
Q2 2022
Reduced 2.83%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
30,954
shares
|
$3.36 Million
0.58% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
30,824
shares
|
$3.35 Million
0.44% of portfolio
|
Q4 2024
Added 13.59%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
30,813
shares
|
$3.35 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
30,781
shares
|
$3.34 Million
0.07% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
30,766
shares
|
$3.34 Million
0.27% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
30,708
shares
|
$3.34 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.65%
|